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iShares US Regional Banks ETF
IAT

157 hedge funds and large institutions have $226M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $194M → $226M (+$32.1M)

5% more funds holding

Funds holding: 149 → 157 (+8)

2.15% more ownership

Funds ownership: 34.95% → 37.1% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

38% less call options, than puts

Call options by funds: $7.08M | Put options by funds: $11.4M

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
45
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.5M
2
GF
Gimbal Financial
Indiana
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.23M
4
SWC
Spectrum Wealth Counsel
Indiana
+$3.02M
5
IAIM
International Assets Investment Management
Florida
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.72M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.41M
3
Wells Fargo
Wells Fargo
California
-$5.14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.94M
5
Jane Street
Jane Street
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$2.13M +$808K +17,561 +65%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.77M +$16.7K +363 +1%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.74M -$28.5K -619 -2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$1.72M -$65.5K -1,424 -4%
GS
30
GTS Securities
New York
$1.63M +$1.35M +29,347 +599%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.62M +$489K +10,628 +45%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.48M -$228K -4,945 -14%
TFF
33
The Family Firm
Maryland
$1.47M -$46.8K -1,017 -3%
CCA
34
Cadent Capital Advisors
Oklahoma
$1.41M +$1.36M +29,642 New
CAM
35
Carret Asset Management
New York
$1.38M -$304K -6,615 -19%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.35M -$96.3K -2,092 -7%
Millennium Management
37
Millennium Management
New York
$1.25M +$1.21M +26,290 New
Mariner
38
Mariner
Kansas
$1.24M +$1.2M +26,015 New
SI
39
Stephens Inc
Arkansas
$1.14M -$62.3K -1,354 -5%
Marshall Wace
40
Marshall Wace
United Kingdom
$1.05M +$715K +15,538 +236%
RJA
41
Raymond James & Associates
Florida
$1.05M -$341K -7,399 -25%
MFG
42
MidWestOne Financial Group
Iowa
$976K -$682K -14,822 -42%
SPC
43
Sigma Planning Corp
Michigan
$965K +$934K +20,293 New
AAM
44
Augustine Asset Management
Florida
$951K – – –
IFG
45
Independent Financial Group
California
$922K +$82.2K +1,785 +10%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$889K +$861K +18,696 New
DWM
47
Dakota Wealth Management
Florida
$879K – – –
HWMO
48
Heritage Wealth Management (Ohio)
Ohio
$849K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$845K -$98.8K -2,146 -11%
D
50
Dentgroup
Louisiana
$747K -$13.6K -295 -2%
1
2
3 4 5

IAT Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2024, worth a combined $226M — up 17% from $194M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAT positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Bank of America, adding an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $6.72M.

  • 157 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $226M of iShares US Regional Banks ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 24 funds opened new iShares US Regional Banks ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2024 was Bank of America, an estimated $6.5M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.72M sold.

Based on aggregated 13F filings for Q3 2024.